RBC Connect Mobile App Reference Guide

The new Investor Connect/RBC Advisor Connect Mobile App is designed for Android and iPhone and includes important features for clients to enhance their experience. This document will act as a guide for the capabilities of the Investor Connect/RBC Advisor Connect mobile app as well as how to navigate each feature.

Download the app from the iPhone App Store or Google Play Store. Search RBC Connect and look for this icon:

Table of Contents Dashboard: Welcome Page ...... 2 Dashboard: Portfolio Asset Allocation ...... 2 Navigation Menu...... 3 Accounts: Main Page ...... 4 Accounts: Summary Page ...... 5 Accounts: Asset Mix ...... 6 Accounts: Holdings ...... 7 Accounts: Activity...... 8 Markets: Overview ...... 9 Markets: News ...... 10 Markets: Major Movers ...... 11 Transfer Funds ...... 12 Check Deposit ...... 13 My Advisor ...... 14 FAQ ...... 15 Support ...... 16 Settings ...... 17

Back to Table of Contents RBC Connect Mobile App Reference Guide

Dashboard: Welcome Page The dashboard contains a brief snapshot of your portfolio values, portfolio asset allocation, market updates, and a quick way to expand your navigation menu. Scrolling down the screen will provide additional information.

Tapping on this

thumbnail will bring you to your “My Advisor” page

Tapping on these drawers will expand Tapping on an account the section to display name after opening each account name, its the drawer will bring account number and you to the summary market value. screen specific to that

account for more You may also organize details the order in which the accounts are displayed

Dashboard: Portfolio Asset Allocation As you scroll down from the Welcome portion of the Dashboard you will find a snapshot of your Portfolio Asset Allocation. The same Navigation and My Advisor buttons are available at the top of the

RBC Clearing and Custody is a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. © 2020 All rights reserved. 2 “Hamburger” button Tapping on this will slide out your thumbnailBack to Table will of Contents bring navigation screen for you to your RBC Connect Mobile App Reference Guide

screen for convenience.

Tapping portions of

the circle will highlight the asset class below

Navigation Menu The Navigation Menu is available on all pages of the app by clicking the “Hamburger Button” in the top left corner in the page. When the menu appears select any of the available buttons to jump to the corresponding page, contact support, adjust your settings, or log out of your account.

Back to Table of Contents RBC Connect Mobile App Reference Guide

Returns you to the main Dashboard: Welcome page Travel to Accounts Main Page

Mobile check deposit Travel to Markets Overview

Move money between your eligible accounts

Contact 24/7 Support Enable Touch ID, Change Password and View App Version

Accounts: Main Page The Accounts page provides a snapshot of your current accounts. From this page you can navigate between accounts by tapping any of the major fields. Each field allows you to drill down into further details about the specific account.

“Hamburger” button will slide out your navigation screen for

Back to Table of Contents RBC Connect Mobile App Reference Guide

Tapping Organize

allows you to select the Tapping on an account order in which your will bring you to the accounts are displayed summary screen for more details

Accounts: Summary Page This page lays out the overall value of the specific account as well as performance data at different intervals from daily, monthly, quarterly, and more all the way back to account creation.

*External accounts will only see a brief account summary without performance, holdings, and transactions

Quickly move between accounts

Use this to go back to the Account: Main Page

View transactions by

the value and percentage ViewBack each to Table specific of Contents holding of holdings designated to within each account

RBC Connect Mobile App Reference Guide

Accounts: Asset Mix Similar to what you see on the Dashboard when you scroll down, here you can review the makeup of each account by asset class and what specific investments makeup that asset class.

Back to Table of Contents RBC Connect Mobile App Reference Guide

Accounts: Holdings View your individual investments, their market value, and their performance.

Filter by Description,

Market Value, or Gain/Loss Tapping the asset

investment type will reveal the full list

Tapping this will take Back to Table of Contents you to the market RBC Connect Mobile App Reference Guide

Accounts: Activity Here you will find a list of all transactions that have occurred within the account that you selected. Filter between dates to find a specific transaction or Refine Results to search by transaction types.

Filter by the following Transaction Types:

- All Transactions by Date - Cash Deposits & Withdrawals - Money Market Activity - Checks - Purchase and Sales - Security Transactions In/Out - Taxable Income - Tax-Exempt Income - Visa Platinum Debit Card

Back to Table of Contents RBC Connect Mobile App Reference Guide

Markets: Overview The Markets Overview page provides the user insight into the recent and yearly performance of the major stock indexes. You can navigate between them, search for details on a specific company, stock or mutual fund, or you can use the app to read news articles and view the best and worst performing stocks for that day. After the market has closed the app will default to One Year – during market hours Intraday will be default.

Quickly search for the company or investment you’re interested about

View the biggest gains and losses from the day

Tapping on the different indexes will highlight their results on the graph below. The selected index RBC Clearing and Custody is a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. © 2020 All rights reserved. box its line on the graph9 will have a matching color Back to Table of Contents RBC Connect Mobile App Reference Guide

Markets: News Read up-to-date articles on information that can affect the market and your investments. On the article screen the dots indicate which article you’re viewing and you can swipe left and right to go to the next article or previous article. If you search “Google” and scroll to the bottom of the results page there will be a tab for related news.

Back to Table of Contents RBC Connect Mobile App Reference Guide

Markets: Major Movers This page provides you with a visual representation of the stocks with the highest growth and largest drop in value for the day. You can learn more about each stock by tapping on its ticker symbol.

Switch between exchanges

Back to Table of Contents RBC Connect Mobile App Reference Guide

Transfer Funds Here you can schedule a transfer between eligible accounts. Some fund transfers are executed immediately while others will be pending while receiving approval.

Follow each step of the process as it becomes available. As you select the “From Account” the next field will be available for selection and will include only eligible accounts based on which account the transfer is coming from.

If you do not see the this feature, please contact your financial professional

Back to Table of Contents RBC Connect Mobile App Reference Guide

Check Deposit This page allows you to quickly and easily deposit a check to any eligible account by taking a photo of the front and back of the check with your device’s integrated camera. Moving away from this screen will cancel any progress. There is a daily deposit limit of $100,000 and a monthly deposit limit of $250,000.

This will take you to a list of your eligible accounts

Manually enter the check value

Tapping “Next Step” will bring you to a screen asking you to confirm that you’re ready to deposit the check. On that screen, tapping the “Submit” button will bring you to a final confirmation screen. From there, you can tap on the “Make another RBC Clearing and Custody is a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. © 2020 All rights reserved. Deposit” button to start the process over with a new check or you can select the 13 navigation hamburger button at the top left to move to another part of the app. Back to Table of Contents RBC Connect Mobile App Reference Guide

My Advisor The “My Advisor” page is intended to give you a quick way to contact their advisor. From this page you can find their office number, mailing address and website address within your native mobile map.

Contact your advisor

by phone

Back to Table of Contents RBC Connect Mobile App Reference Guide

FAQ This page houses commonly asked questions and the responses/Solutions. Simply click on the question or the chevron and the topic will expand to show the answer.

You can search for your own questions as well if you do not see it in the list provided. Type in a keyword and the app will find all associated FAQ’s

Back to Table of Contents RBC Connect Mobile App Reference Guide

Support If you have questions regarding the RBC Connect Mobile App the support page provides contact information to our Client Support Services. With questions regarding your accounts and investments, contact your Financial Advisor. This page acts very similarly to the My Advisor page: Tap on the phone number to call.

Back to Table of Contents RBC Connect Mobile App Reference Guide

Settings Within the Settings Page you can activate or deactivate the Touch ID or Face ID sign in capability or change your password (Face ID feature only available on iPhone X or newer – those with older models may only see Touch ID options).

Back to Table of Contents